Filed January 7, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,125 | $72,277+85.6% | $101,248+32.5% | $79,858+68.0% |
| Participation rate | 77.1% | 68.5%+8.7pp | 75.8%+1.3pp | 69.6%+7.5pp |
| Annual return | 18.71% | 22.30%-3.6pp | 46.47%-27.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,803 | $2,692+4.1% | $3,660-23.4% | $2,471+13.4% |
| Participant deferral / active EE | $6,953 | $3,282+111.9% | $4,370+59.1% | $3,740+85.9% |
| Admin fee / account holder | $6,528 | $4,400+48.4% | $5,945+9.8% | $5,306+23.0% |